Corient Private Wealth’s Cadence Bank CADE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$796K Buy
24,894
+15
+0.1% +$480 ﹤0.01% 1548
2025
Q1
$755K Buy
24,879
+321
+1% +$9.75K ﹤0.01% 1401
2024
Q4
$846K Sell
24,558
-11,850
-33% -$408K ﹤0.01% 1377
2024
Q3
$1.16M Buy
36,408
+11,690
+47% +$372K ﹤0.01% 1310
2024
Q2
$699K Sell
24,718
-327
-1% -$9.25K ﹤0.01% 1468
2024
Q1
$726K Buy
25,045
+1,651
+7% +$47.9K ﹤0.01% 1441
2023
Q4
$692K Buy
23,394
+3,598
+18% +$106K ﹤0.01% 1446
2023
Q3
$420K Sell
19,796
-1,949
-9% -$41.4K ﹤0.01% 1576
2023
Q2
$427K Buy
+21,745
New +$427K ﹤0.01% 1522